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How do I start onboarding as an institutional user?
According to our User Agreement, each individual or corporate entity is allowed to register only one account.This policy is in place to ensure fairness and platform security. If the rule is violated, the platform may suspend or terminate services in accordance with the agreement. If you need further clarification, please contact customer support.Do I need to provide a supplemental confirmation letter in PDF format?Published on Oct 10, 2024Updated on Feb 2, 202652How do I reverse my trading position with one tap?
More opportunities for fast strategies: perfect for scalpers and breakout traders who depend on rapid decisions and minimal downtime between positions.How do I use one-tap reverse? Go to Trade > Positions Select the position you want to reverse Select the Reverse button (double-arrow icon for App) Note: this feature is available only in One-Way Mode; Hedge Mode isn't supported.Published on Jul 5, 2025Updated on Mar 19, 20269How do I submit my proof of address (POA)?
The POA must be a clear photo of your original POA or a PDF file can either be a clear photo of your original POA or a PDF file. The POA must match the residential information you provided during your identity verification. The acceptable types of POA may vary with different jurisdiction.Where should I upload my proof?Published on Sep 5, 2023Updated on Feb 12, 2026853How do I download my BR Tax return?
A copy of your Declaração do Imposto de Renda and the Recibo da Declaração can be downloaded from the Portal Meu Imposto de Renda, accessed through your Gov.br account.To obtain them online, please follow the steps below: Go to: https://mir.receita.fazenda.gov.br/portalmir/pagina-inicial Log in with your Gov.br account Select the “Documentos e Arquivos (Cópia da Declaração)” Select the Documentos e Arquivos (Cópia da Declaração) to proceed Select the most recent tax year Download the PDFs for “CópiaPublished on Nov 19, 2025Updated on Nov 21, 20254How do I fix errors when submitting my institutional verification?
Note: Document should be an original copy (preferably in PDF file format), clear quality, and smaller than 20MB. Please clear your browser’s cache and cookies, and restart your browser before trying again. Navigate the status of your details via the progress bar Learn more on how you can fix the errors on your Institutional account application here.Published on Oct 10, 2024Updated on Oct 8, 202560Why did my identity verification fail?
Required Document–Related Issues ID Already Verified / Duplicate Identity Verification According to platform rules, one set of identity information can only be used to verify and register one account and cannot be used repeatedly. You may contact our customer support team and provide your ID number for further verification and handling. For more details, please refer to: How can I transfer my account if my ID card is occupied?Published on Sep 5, 2023Updated on Apr 4, 202611,527How to report BTC and cryptocurrencies on your income tax return?
This document shows the position of your assets as of December 31, along with the average acquisition cost of each one. The goal is to facilitate filling out the Assets and Rights section in your Personal Income Tax Return (IRPF), making the process simpler and more transparent. To access the document:On the web Hover over Assets in the upper right corner. Click on the first option My Assets. Click on Tax Center in the top submenu.Published on Feb 28, 2025Updated on Nov 17, 202597How do I protect my account from Trojan horse takeovers?
If you receive any one-time password (OTP) codes via SMS, don't enter them. Use a clean, secure device to change passwords for all critical accounts Contact our support to secure your account. Begin investigation and recovery only from a trusted device and network Follow up with these steps: Run a full antivirus scan on all devices. Remove unfamiliar apps or software. Check recovery options (email, phone, 2FA) across critical accounts to ensure they remain under your control.Published on May 30, 2025Updated on Feb 5, 202611How do I create passkeys? (app)
Some reset features for iOS users may require iOS 18 or later.Reset passkey If you only have 1 passkey linked to your account, you'll only see the Reset option. This is because your account must always have at least 1 passkey. When you reset it, you'll replace your current passkey with a new one during the process.Published on Aug 16, 2023Updated on Mar 31, 202612,919How do I create passkeys? (web)
You may be asked to complete facial verification using your mobile device Once verified, you'll be prompted to add a new passkey and follow the on-screen instructions Select Reset to reset your passkeyRemove passkey You can remove a passkey only if you have more than one set up. If your account already has 10 passkeys, you'll need to remove one before adding a new one.Published on Aug 16, 2023Updated on Jan 29, 20264,259Quote sorting
I see multiple Anonymous makers submitting quotes for my RFQ, however after they expire I only see one expired quote with the "ANON" desk ticker. Why does this not show expired quotes by all of the Anonymous makers? In order to help ensure that Makers who wish to remain anonymous are protected, we do not show more than one expired or canceled anonymous quote on the RFQ Board.Published on Jun 30, 2022Updated on Sep 10, 202511Building RFQs
The first leg can be added by tab the "custom strategy" button and selecting one or more instruments from the menu that opens up by tab "B" for "Buy" or "S" for "Sell" next to the instrument and indicating the quantity. Alternatively, the first leg can be added by select on one of the icons in the "Pre-Defined Strategies" section. Some of these are one leg and some are two.Published on Jun 30, 2022Updated on Feb 12, 202630How do I manage my assets in my OKX wallet? (web)
You can easily access over 1,000 DApp protocols and explore the Web3 world with only one wallet.Wallet Dashboard OKX Wallet dashboard provides one-stop watch-only/management of multi-chain, multi-wallet, and multi-asset. It allows users to track the asset allocation, crypto held, NFTs, asset portfolios/liabilities/earnings of different DeFi protocols, approvals, transaction history, etc., on multiple networks in one interface.Published on Aug 22, 2023Updated on Mar 3, 2026421Affiliate activity portal - join page enhancement
You can only promote one activity at a time using this new feature. This means that the Join page can only display one activity at any given time. However, you're free to enroll in multiple activities. How do I select another activity to promote? Simply check the checkbox on the other activity that you're trying to display on the Join page. Make sure to select "Confirm" after being prompted that you would like to proceed to promote this activity.Published on Jun 8, 2023Updated on Mar 25, 2026221What's Wallet Connect?
Connecting requires a wallet signature, ensuring that only you can complete the process. Your seed phrase and private keys are never stored, keeping your wallet secure.What are the rules? Only verified Exchange main accounts can connect wallets. A wallet address can only be connected to one Exchange account at a time. Connecting a new account automatically disconnect the previous one. Each Exchange account can connect up to 10 wallets. Switching devices requires reactivating connected wallets.Published on Jan 7, 2025Updated on Mar 3, 20261,272